Cerebras’ Wafer-Scale Engine has only been used for AI training, but new software enables leadership inference processing performance and costs. Should Nvidia be afraid?
As Cerebras prepares to go public, it has expanded its target markets and competitive stance by adding inference processing to its capabilities. This is critical, as inference processing is growing faster than training and is probably already the larger market. It is tough to determine how large the inference market may be, but Nvidia indicated it accounted for some 40% of sales in Q1.
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